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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,587 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.82B
2
LPL Financial
2
LPL Financial
California
$964M
3
Fidelity International
3
Fidelity International
Bermuda
$216M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$335M
5
BlackRock
5
BlackRock
New York
$459M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.65B
2
HNB
2
Huntington National Bank
Ohio
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$149M
4
B
4
Barings
North Carolina
$885K
5
Wells Fargo
5
Wells Fargo
California
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
151
SEI Investments
Pennsylvania
$20M -$1.21M -14,299 -6%
SWP
152
ShoreHaven Wealth Partners
New Jersey
$19.7M -$1.9M -22,499 -9%
BPA
153
Beacon Pointe Advisors
California
$19.6M +$447K +5,298 +2%
IWC
154
Integrated Wealth Concepts
Massachusetts
$19.5M +$206K +2,443 +1%
WWM
155
Western Wealth Management
Colorado
$19.4M -$456K -5,395 -2%
SWM
156
Spire Wealth Management
Virginia
$19M +$2.05M +24,234 +12%
PFA
157
Pettinga Financial Advisors
Indiana
$18.8M +$12.3M +145,836 +189%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$18.8M +$6.97M +82,540 +59%
PR
159
Payden & Rygel
California
$18.8M -$7.96M -94,315 -30%
PRIG
160
Payden & Rygel Investment Group
California
$18.8M +$18.8M +222,275 New
MMA
161
Miracle Mile Advisors
California
$18.8M -$253K -2,991 -1%
CAM
162
Cresset Asset Management
Illinois
$18.6M +$1.37M +16,277 +8%
SFO
163
Stokes Family Office
Louisiana
$18.2M +$9.95M +117,837 +121%
AAS
164
Ameritas Advisory Services
Nebraska
$18.1M +$6.24M +75,069 +52%
UB
165
UMB Bank
Missouri
$18M -$786K -9,310 -4%
TW
166
Transform Wealth
Colorado
$17.9M +$390K +4,615 +2%
IFS
167
Ifrah Financial Services
Arkansas
$17.9M -$139K -1,642 -0.8%
MFG
168
Merit Financial Group
Georgia
$17.5M +$8.16M +97,840 +88%
I
169
INVST
Indiana
$17.4M +$17M +201,145 +4,039%
DA
170
Detalus Advisors
Missouri
$17.2M +$1.99M +23,550 +13%
FWP
171
FAS Wealth Partners
Kansas
$17M -$430K -5,096 -2%
ISWM
172
Independent Solutions Wealth Management
New York
$16.8M -$1.07M -12,674 -6%
AWM
173
Avior Wealth Management
Nebraska
$16.7M +$17.1K +203 +0.1%
MC
174
McMorgan & Co
California
$16.4M -$301K -3,567 -2%
AFC
175
Adaptive Financial Consulting
Ohio
$16.3M +$57.3K +678 +0.4%
5 6
7
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